Market View: Nio, SingPost, UOB, DBS, Procter & Gamble, Baidu, Huawei, Bath & Body Works, Zoom, Macy's, SATS, Yangzijiang Shipbuilding, ST Engineering, DFI Retail, and Mapletree Logistics Trust

Hosted by Michelle Martin with Ryan Huang. This episode covers Grab's acquisition of Chope and its entry into the restaurant reservation business. We delve into 'Brokers' Takes' on ST Engineering and Dyna-Mac, and their bullish outlooks. The US political landscape and China's interest rate cuts are discussed, alongside corporate news on CrowdStrike, Mattel, BYD, Porsche, and Tesla. Lastly, the impact of LVMH's significant role in the Paris Olympics is analyzed.See omnystudio.com/listener for privacy information.

23 Juli 202423min

Join us on Market View, hosted by Michelle Martin with Ryan Huang. We begin with the shocking announcement that US President Joe Biden will not seek re-election, endorsing Kamala Harris. Analysts speculate on the market's reaction, especially concerning the Trump Trade. Next, we discuss CrowdStrike's significant outage and its impact on competitors like Palo Alto Networks, Cloudflare, Sentinel One, and Microsoft. Our corporate news segment covers moves by Bank of America, Yoma Strategic, Thai Beverage, Meta, HELENS International, and OUE. Finally, we check in on the markets and dive into the top-selling ice cream flavors! See omnystudio.com/listener for privacy information.

22 Juli 202422min

Hosted by Michelle Martin, join us as we discuss how women can navigate financial challenges and build wealth through their CPF.  Pamela Chong, Associate Manager at Legacy FA, shares insights on how women at different life stages—starting their careers, single with properties, married with children, and nearing 55—can effectively manage their CPF savings. We explore voluntary contributions, investment options like Treasury Bills, and the best CPF LIFE plans for women. Discover ways to enhance your CPF Life payouts and ensure a secure financial future.  See omnystudio.com/listener for privacy information.

22 Juli 202422min

Hosted by Michelle Martin with guest Cheng Chye Hsern, Head of Investing at Providend, this episode delves into the recent performance of the Russell 2000 small cap index, which has surged 10% since July 8, compared to the flat S&P 500. They discuss factors driving this trend and the potential for further growth in small caps. Michelle and Cheng Chye Hsern explore the concentration risk in the S&P 500 and the Straits Times Index, providing strategies for Singapore investors to mitigate these risks. They also cover the launch of Dimensional Fund Advisors' CPFIS-approved funds and how investors can incorporate these into their portfolios. Lastly, they review the market performance in the first half of 2024 and key events that could impact the second half.  See omnystudio.com/listener for privacy information.

19 Juli 202423min

Join Michelle Martin in her daily comprehensive tour of market talking points with Ryan Huang. Today they delve into the latest market action. Asia-Pacific markets are trading lower, driven by overnight Wall Street sell-offs. Netflix's earnings report, TSMC's recent performance, and movements in the automotive industry with Renault, Volvo, and Ford are discussed. The session also covers corporate updates from Abbott Laboratories, Amazon, SATS, Keppel, DBS, and movements in the Straits Times Index. Stay tuned for insights on these developments and more.See omnystudio.com/listener for privacy information.

19 Juli 202420min

As Trump's economic platform comes into clearer view, how are investors making sense of the "Trump Trade?" Guest Willie Keng, Founder, Dividend Titan and Nirgunan Tiruchelvam, Head of Consumer and Internet , Alethia Capital Equity Research join Michelle Martin for a discussion on the possible reaction to a second Trump presidency. Hear their considerations for portfolio allocations.  See omnystudio.com/listener for privacy information.

18 Juli 202421min

Michelle Martin compresses the key market talking points for you with Ryan Huang. We explore Asia-Pacific market sell-offs triggered by a decline in tech stocks, discuss the impact of US-China tensions on TSMC, AMD, ASML, Tokyo Electron, and Nvidia, dive into Korean prosecutors' case against Kakao's founder and SM Entertainment. We also analyze earnings from Johnson & Johnson, United Airlines, ASML, Adidas, and Roche. Plus insights on Allianz’s stake in Income Insurance, SIA Engineering’s autonomous buses project, and Jardine Cycle & Carriage’s EV battery-swapping system deal.  See omnystudio.com/listener for privacy information.

18 Juli 202420min

Who wants to save up to 50% of their legal costs? Michelle Martin and Justin Chan, Managing Partner of Justin Chan Chambers LLP discuss the changes to the Singapore legal landscape. Here's more of two new "routes" that could save you time and money with dispute resolution.See omnystudio.com/listener for privacy information.

17 Juli 202416min